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Advanced Find That Excludes Duplicates

  • 1.  Advanced Find That Excludes Duplicates

    TOP CONTRIBUTOR
    Posted Feb 05, 2019 05:54 AM
    Is there a way to create an advanced find that will give me a list of active Contact email address but exclude any that are duplicates?

    Not a unique list of all active contact email addresses, a list of active addresses excluding all addresses identified as duplicates.

    I do have the OOB duplicate detection enabled on exact match on Contact email address, so is there something that exists on the Contact record identifying it as a duplicate that I could use?

    Any help is appreciated,

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    Jim Corriveau
    A.W. Chesterton Company
    Groveland MA
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  • 2.  RE: Advanced Find That Excludes Duplicates

    TOP CONTRIBUTOR
    Posted Feb 05, 2019 08:40 AM
    No, that's not how duplicate detection works.  Duplicate detection works essentially two ways:

    1. When creating a new record, if it trips a duplicate detection rule, it will pop a window showing the possible duplicate record and ask if you really want to create the new record.
    2. A scheduled job that will provide a report of all potential duplicates based on your rules for a certain entity.

    One you have identified the duplicates, the proper process is to merge the duplicate records and disable the duplicate so it's no longer used.

    So for Advanced Find, the way to exclude duplicates is to go through the process of merging and disabling dupes, and then searching only for active records.

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    Wayne Walton
    CRM Practice Lead
    eBECS Limited
    Atlanta GA
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  • 3.  RE: Advanced Find That Excludes Duplicates

    Posted Feb 06, 2019 04:41 AM
    Hi Jim,

    Yes it's possible, but you need a 3rd party solution to do this. When enabling this solution it provides cleansing and fuzzy matching capabilities on all fields. Also only on email addresses.
    The contact entity will have several extra attributes including a field called tss_duplicate. In case of a duplicate this value is set to True.

    In your case the advanced find would be something like this:


    Regards

    Marco

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    Marco de Jong
    Product Management Director
    Syncsort Inc
    Amstelveen
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